Investor Relations and Business Development Analyst

Job Description

Job DescriptionDescriptionThe Investor Relations Analyst will support Invictus Capital Partners’ capital development and investor engagement efforts through market research, investor intelligence, CRM management, and reporting. This role sits at the intersection of investor relations, market research, and data analytics, providing critical insights into the institutional credit investor landscape while supporting day-to-day investor reporting and pipeline tracking.

This is an excellent opportunity for a recent graduate or early-career professional interested in private credit, structured finance, and capital markets. The ideal candidate is intellectually curious and interested in learning how institutional investors allocate capital across credit and alternative investment strategies. They are detail-oriented, take pride in producing accurate work, and are developing a polished, professional communication style that allows them to work effectively with senior internal stakeholders. This individual has a strong analytical foundation, the ability to organize and interpret data, and is eager to learn, grow, and build a career within investor relations and capital markets.
Key ResponsibilitiesMarket & Investor Research

• Conduct ongoing research on institutional investors, allocators, and consultants across the credit and alternative investment landscape
• Utilize platforms such as eVestment, Preqin, PitchBook, and similar databases to identify prospective investors, mandates, and capital-raising opportunities
• Maintain and analyze market intelligence related to investor preferences, portfolio allocations, fund strategies, and competitive positioning
• Support capital development initiatives by preparing investor profiles, market summaries, and opportunity analyses

Investor Relations & Capital Pipeline Support

• Support the VP of Investor Relations with capital-raising activities and investor engagement efforts
• Track and report on the capital pipeline, investor outreach, and active opportunities
• Assist in managing outstanding investor deliverables, follow-ups, and reporting timelines
• Support placement agent reporting and data requests as needed

CRM & Reporting (Salesforce)

• Maintain accurate and up-to-date investor and prospect data within Salesforce
• Generate regular and ad hoc reports related to investor activity, pipeline status, and engagement metrics
• Support ongoing improvements to CRM data quality, reporting processes, and analytics
• Assist with data preparation for internal reporting, leadership updates, and investor materials

Ad Hoc Analysis & Support

• Provide analytical support for investor presentations, fundraising materials, and internal strategy discussions
• Respond to data and analysis requests from Investor Relations leadership and senior management
• Assist with special projects related to investor communications, reporting automation, and market analysis

Skills, Knowledge and Expertise

• Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field
• Strong proficiency in Excel (data analysis, pivot tables, basic modeling)
• Strong working knowledge of Outlook and general business technology tools
• Excellent written and verbal communication skills; high attention to detail
• Strong organizational skills and ability to manage multiple priorities

Preferred

• 0–2 years of relevant experience in investor relations, capital markets, private equity, asset management, consulting, or financial services (internships count)
• Familiarity with Salesforce or other CRM systems
• Exposure to institutional investors, private credit, structured finance, or alternative investments
• Experience using market intelligence platforms such as eVestment or Preqin

Key Competencies:

• Analytical & Research Capability: Gathers, organizes, and interprets market and investor data to generate meaningful insights on institutional capital allocation trends.
• Attention to Detail: Ensures accuracy and consistency in CRM data, investor reporting, market research, and internal deliverables.
• Communication Skills: Produces clear, professional written materials and communicates effectively with senior internal stakeholders.
• Data & Systems Proficiency: Leverages Excel, Salesforce, and market intelligence platforms to support reporting, pipeline tracking, and investor engagement.
• Intellectual Curiosity & Learning Agility: Demonstrates strong interest in private credit, capital markets, and investor behavior, with a willingness to learn and grow.
  

How This Role Demonstrates Our Values:

• Integrity: Maintains high standards of accuracy, data quality, and professionalism in investor information, reporting, and communications.
• Collaboration: Supports the VP of Investor Relations and partners with internal teams to advance capital development and investor engagement efforts.
• Excellence: Delivers thoughtful analysis, reliable reporting, and well-organized research that contributes to informed decision-making.
• Critical Curiosity: Actively seeks to understand investor strategies, market dynamics, and competitive positioning to enhance capital-raising effectiveness.

Benefits

• Great compensation package, including competitive base pay
• Discretionary annual bonus opportunity
• Invictus medical, dental and vision is covered at 100% for all tiers.
• We offer FSA’s for healthcare, dependent care, transit and commuter costs.
• Safe harbor 401(k) match of 4%; employees need 3-months of service to be eligible to participate. No vesting after that.
• $80 per month cell phone reimbursement.
• 20 Days of PTO accrued at the beginning of the year, 10 company holidays plus sick time.
• Tuition Reimbursement